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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,796 | $76,407-71.5% | $150,298-85.5% | $82,448-73.6% |
| Participation rate | 48.5% | 66.4%-17.9pp | 77.8%-29.3pp | 68.1%-19.6pp |
| Annual return | 16.92% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $601 | $2,614-77.0% | $4,154-85.5% | $2,551-76.4% |
| Participant deferral / active EE | $1,159 | $3,214-64.0% | $5,453-78.8% | $4,139-72.0% |
| Admin fee / account holder | $319 | $6,352-95.0% | $14,116-97.7% | $7,234-95.6% |